INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 and the average weighting 0.1%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,393,012 | -17.0% | 23,718,527 | -3.9% | 0.02% | -13.6% |
| Q2 2023 | $415,091,599 | +4.1% | 24,693,135 | +1.6% | 0.02% | 0.0% |
| Q1 2023 | $398,712,667 | -56.3% | 24,311,748 | -52.1% | 0.02% | -18.5% |
| Q4 2022 | $912,946,914 | +162.2% | 50,747,466 | +99.7% | 0.03% | +22.7% |
| Q3 2022 | $348,174,000 | +34.3% | 25,414,143 | +58.2% | 0.02% | +37.5% |
| Q2 2022 | $259,182,000 | -32.7% | 16,068,333 | -3.7% | 0.02% | -15.8% |
| Q1 2022 | $384,871,000 | -2.1% | 16,689,975 | -2.3% | 0.02% | 0.0% |
| Q4 2021 | $393,307,000 | -3.1% | 17,085,466 | +1.5% | 0.02% | -9.5% |
| Q3 2021 | $405,767,000 | -25.8% | 16,829,832 | -17.7% | 0.02% | -27.6% |
| Q2 2021 | $546,682,000 | +9.6% | 20,452,011 | +3.4% | 0.03% | 0.0% |
| Q1 2021 | $498,765,000 | +43.2% | 19,776,547 | -1.0% | 0.03% | +38.1% |
| Q4 2020 | $348,206,000 | +59.3% | 19,977,416 | +4.3% | 0.02% | +40.0% |
| Q3 2020 | $218,648,000 | +6.2% | 19,162,815 | +0.2% | 0.02% | 0.0% |
| Q2 2020 | $205,819,000 | +21.7% | 19,128,131 | +2.7% | 0.02% | 0.0% |
| Q1 2020 | $169,070,000 | -50.1% | 18,620,084 | -1.1% | 0.02% | -34.8% |
| Q4 2019 | $338,503,000 | +6.3% | 18,826,623 | +0.1% | 0.02% | -4.2% |
| Q3 2019 | $318,509,000 | -19.2% | 18,802,188 | -2.4% | 0.02% | -17.2% |
| Q2 2019 | $394,191,000 | +8.6% | 19,266,426 | +2.5% | 0.03% | +3.6% |
| Q1 2019 | $362,848,000 | +17.4% | 18,790,663 | +1.8% | 0.03% | 0.0% |
| Q4 2018 | $309,051,000 | -27.7% | 18,461,851 | -1.2% | 0.03% | -15.2% |
| Q3 2018 | $427,751,000 | -11.2% | 18,695,458 | +3.1% | 0.03% | -17.5% |
| Q2 2018 | $481,566,000 | -18.5% | 18,130,991 | -1.7% | 0.04% | -20.0% |
| Q1 2018 | $590,656,000 | -15.5% | 18,452,117 | -3.5% | 0.05% | -10.7% |
| Q4 2017 | $698,636,000 | +6.8% | 19,119,893 | +2.4% | 0.06% | 0.0% |
| Q3 2017 | $654,006,000 | -2.5% | 18,664,017 | -2.1% | 0.06% | -5.1% |
| Q2 2017 | $670,799,000 | +12.6% | 19,062,099 | -2.0% | 0.06% | +11.3% |
| Q1 2017 | $595,977,000 | +2.2% | 19,457,316 | +1.2% | 0.05% | -3.6% |
| Q4 2016 | $583,048,000 | +7.5% | 19,217,229 | +10.8% | 0.06% | 0.0% |
| Q3 2016 | $542,212,000 | +24.3% | 17,339,440 | +1.6% | 0.06% | +17.0% |
| Q2 2016 | $436,039,000 | -18.9% | 17,072,763 | -2.3% | 0.05% | -19.0% |
| Q1 2016 | $537,535,000 | -7.5% | 17,469,359 | +0.7% | 0.06% | -7.9% |
| Q4 2015 | $580,840,000 | +7.9% | 17,348,998 | +0.6% | 0.06% | 0.0% |
| Q3 2015 | $538,436,000 | -19.5% | 17,240,843 | -3.4% | 0.06% | -12.5% |
| Q2 2015 | $669,036,000 | -11.2% | 17,846,088 | -5.9% | 0.07% | -6.5% |
| Q1 2015 | $753,013,000 | -3.9% | 18,972,278 | -4.3% | 0.08% | -1.3% |
| Q4 2014 | $783,541,000 | +3.9% | 19,826,591 | +3.8% | 0.08% | -3.7% |
| Q3 2014 | $754,299,000 | +5.4% | 19,105,873 | +0.7% | 0.08% | +5.2% |
| Q2 2014 | $715,923,000 | +1.1% | 18,964,844 | -0.9% | 0.08% | -3.8% |
| Q1 2014 | $708,282,000 | -41.6% | 19,142,440 | -50.6% | 0.08% | +3.9% |
| Q4 2013 | $1,213,841,000 | +97.4% | 38,714,098 | +100.9% | 0.08% | +1.3% |
| Q3 2013 | $614,774,000 | -1.4% | 19,271,964 | -1.7% | 0.08% | -6.2% |
| Q2 2013 | $623,218,000 | – | 19,597,957 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |